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First Trust Dorsey Wright Focus 5 ETF

290 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
30
Increased
86
Reduced
116
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
151
MGB Wealth Management
Texas
$592K -$10.3K -175 -2%
FCBT
152
First Citizens Bank & Trust
North Carolina
$573K
SF
153
Summit Financial
New Jersey
$568K +$41.6K +727 +8%
P
154
&Partners
Tennessee
$539K +$113K +1,970 +26%
BPA
155
Beacon Pointe Advisors
California
$531K -$152K -2,658 -22%
NFG
156
Nations Financial Group
Iowa
$530K +$8.71K +152 +2%
TFS
157
Thoroughbred Financial Services
Tennessee
$529K +$74.4K +1,300 +16%
AAP
158
Arax Advisory Partners
Colorado
$509K +$4.07K +71 +0.8%
PVI
159
Pine Valley Investments
New Jersey
$508K -$23.9K -418 -5%
AAS
160
Avantax Advisory Services
Texas
$507K +$7.5K +131 +2%
HWA
161
HCR Wealth Advisors
California
$506K
SIG
162
Sargent Investment Group
Maryland
$497K -$40.1K -700 -7%
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$488K
OCM
164
One Capital Management
California
$486K -$22.1M -386,410 -98%
Ameriprise
165
Ameriprise
Minnesota
$483K +$483K +8,441 New
TC
166
TownSquare Capital
Utah
$481K -$19.2K -335 -4%
CWP
167
Cyndeo Wealth Partners
Florida
$474K
KWM
168
Kaydan Wealth Management
Michigan
$473K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$467K +$63.2K +1,104 +16%
MAM
170
Milestone Asset Management
Pennsylvania
$458K +$458K +7,995 New
3F
171
360 Financial
Minnesota
$457K +$89.5K +1,563 +24%
CAG
172
Csenge Advisory Group
Florida
$455K -$14.5K -253 -3%
HW
173
Hancock Whitney
Mississippi
$433K
KWM
174
Kingsview Wealth Management
Oregon
$432K +$72.3K +1,262 +20%
CAAS
175
Capital Asset Advisory Services
Michigan
$430K